Financial Planners in The Villages

“While all investments took a hit in 2020, Talon Wealth Management minimized the impact to my investments. By the end of the year they had rebuilt the value to nearly the same as it was before the sell off. Talon is very good at communicating market performance and their trading intentions. The decision to go with Talon has been the right one for me.“

“SENIOR FINANCIAL SECURITY AND THE BUCKET LIST STAFF. I FIND THEM TO BE HELPFUL,,HONEST, AND THE WHOLE STAFF WORKS WITH YOU .JEAN HAS BEEN HELPFUL AND PATIENT AS A NEW CLIENT AND NOW 8 YEARS LATER I STILL HIGHLY RECOMMEND THEM. THE WHOLE STAFF ARE ALWAYS AVAILABLE, AND PROMPT, AT RETURNING CALLS AND E-MAILS . ALWAYS TREATED WITH RESPECT AND PATIENCE . WE HAVE RECOMMENED MANY FRIENDS AND FAMILY MEMBERS OVER A PERIOD OF ALMOST 9 YEARS . EVERY REFERRAL HAVE THANK US AND JOINED SENIOR FINANCIAL.“

“Very professional and knowledgeable about services. I wouldn't trust anyone else with my investments“